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Podcast: Micromobility
Episode:

Disrupting the Car (with Horace Dediu)
Category: Technology
Duration: 00:56:53
Publish Date: 2024-04-17 03:04:04
Description:

This week’s episode of the Ride AI podcast is a mind-meld between automotive analyst Ed Niedermeyer and tech-innovation scholar Horace Dediu about why the car industry is ripe for disruption. Their conversation is a reflection on the transformative power of past innovations like computers and phones, and the need to imagine a better future for mobility.  Together they discuss: 

  • The concept of unbundling the car for different trip types and purposes, similar to computing devices

  • Observation that the world seeks to improve cars, but they are already highly optimized

  • Critique of current approaches by companies like Tesla and Apple, which aim to fit new technologies into the existing car model

  • Emphasis on the need for truly disruptive innovation in mobility, either through cheaper, more accessible options or new directions of competition

  • Discussion on the potential for self-driving technology to transform mobility by enabling new experiences and connections

  • Examinations of the challenges of building an EV that is both cheap and has extensive battery range

  • Why investors are over-focused on cars as a platform at the expense of other autonomous driving use-cases, like agriculture, defense, and transit. 

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